Contents

• Title and Copyright Information
• Get Help

1 Overview of Product Management

• Overview of Implementing Product Management
• Overview of Product Lifecycle Management and Product Hub
• Licensed Features
• Overview of Implementation Tasks
• Roadmap for Setting up Innovation Management
• Roadmap for Setting up Product Development
• Roadmap for Setting up Product Hub
• Roadmap for Setting up Supplier Portal

2 Item Organizations

• Setup Tasks for Item Organizations
• Item Organizations
• Organization Trees
• Item Definition Organization and Reference Organization
• Considerations While Creating Item Definition Organization and Reference Organization
• Convert a Reference Organization to a Definition Organization
• What's an item organization?

3 Items and Documents

• Setup Tasks to Define Items
• Manage Item Templates
• How Units of Measure, Unit of Measure Classes, and Base Units of Measure Relate to Each Other
• Item Lifecycle Phases
• Set Up Item Lifecycle Phases
• Define Product Child Value Sets
• Attachment Categories
• Manage Attachment Security
• Operational Attributes Controls
• Manage Transactional Attributes
• How You Manage Operational Attribute Groups
• Configure Extensible Flexfields or User-Defined Attributes
  • User-Defined Item Attributes and Attribute Groups
  • Create Extensible Flexfields or User-Defined Attributes
  • Create Item Attribute Groups and Attributes
  • Associate Attribute Groups and Pages to Item Classes
  • Deploy Item Flexfields
  • Manage Multiple Values for Extensible Flexfield Attributes
  • Configure Extensible Flexfield Data Security
• Item Attribute Groups and Attributes
• Create an Attribute for an Item Class
• Configure Attributes in Item and Change Order Context
• Configure Attribute Groups for Product Development
• Create Data Privileges for Attribute Groups
• Create Rules to Automatically Generate Fields for Items
• Create a Rule Set for an Item Class Attribute
• Item Classes
• Item Class Descriptive Flexfields
• Default Item Class
• Overview of Item Status
• Precedence of Applying Attribute Values to Items
• Set Up Data Security for Item Classes
• Identify Opportunities to Optimize Item Class Setup Using Diagnostic Test
• Check Dormant Data Inconsistencies Using Diagnostic Report
• Configure the Template for the Item Structure Report
  • Overview of Configuring the Template for the Item Structure Report with Attributes
  • Download the Template for the Item Structure Report
  • Configure the Template for the Item Structure Report with Additional Attributes
  • Configure the Template for the Item Structure Report with the Main and AML Attribute
  • Upload the Configured Template for the Item Structure Report
  • Verify the Configured Template for the Item Structure Report
• Set Default Tab and Subtab for an Item
• Setup Task to Manage Item Types
• FAQs for Item Classes and Attribute Groups
  • Why do I need to modify the Database View Name Prefix field?
• Cross-Reference Types
• Item Descriptive Flexfields
• Overview of Import Items
• Related Item Subtypes
• Item Revision Descriptive Flexfields
• Trading Partner Item Descriptive Flexfields
• Build Item Keyword Index
• How You Migrate Item Keyword Index Values to Another Server
• Item Keyword Search Scheduled Process Actions
• Item Publication
  • Publish Item Objects
  • Define Publication Options for a Spoke System
  • Define the Schedule and Parameters for the Scheduled Process
  • Define Profile Options to Publish Items
  • Access Payload Generated by the Publication Scheduled Process
  • What's Published in the Publication Payload
• Set Up Document Classes
• Configure Reference Designator Options
• Secure Structures
• Enable Display of Use-Up Date
• FAQs for Defining Items
  • What are item classes?
  • How can I create an item class?
  • Are there any restrictions when specifying the item class code?
  • How can I create item class templates?
  • What's lifecycle validation?
  • What number generation methods are available?
  • How can I promote or demote an item's lifecycle phase?
  • What's the difference between lifecycle phase types and lifecycle phases?
  • What does the All Values Required field, in the Definition Workflow Details table on the Item Management tab of the Edit Item Class task mean?
  • Can mandatory definitions be inherited?
  • Why can't I search for items across work areas?
  • How can I create a new item structure type?
  • How can I create items in both master and child organizations?
  • Can I change the UOM deviation factors after I create an item?
  • How can I modify the default value for the User Item Type attribute?

4 Catalogs

• Setup Tasks to Manage Catalogs
• Catalog Descriptive Flexfields
• Category Descriptive Flexfields
• Create Catalogs
• Manage Catalogs
• Functional Area Catalogs
• Functional Area Catalog Rules
• Assign Catalogs and Categories Using Item Rules

5 Manufacturers

• Set Up Manufacturers and Manufacturer Parts
• Upgrade Manufacturers
• Configure Descriptive Flexfields for Manufacturer Parts
• Configure Descriptive Flexfields for Approved Manufacturers List
• Configure Extensible Flexfields for Manufacturers
• Data Security for Manufacturers and Manufacturer Parts

6 New Item Requests

• Set Up New Item Requests
• New Item Request Workflow
• Configure Entry and Exit Criteria for New Item Requests
• Configure Automatic Promotion and Demotion in New Item Requests
• Configure the Definition Workflow for a New Item Request
• Configure the New Item Request Approval Phase
• Troubleshoot Access to New Item Requests
• FAQs for New Item Requests
  • How can I configure new item request definition steps?
  • Why am I not receiving the notification for the new item request?
  • Can I disable new item requests for an item class?
  • How do I know which definitions are mandatory when defining an item or viewing notifications?
  • Can I mark certain attributes or business entities as mandatory for the user in a new item request?
  • How can I set the sequence of attribute groups appearing in the new item request definition notification?

7 Change Orders

• Setup Tasks to Define Changes
• Understand Change Types
• Manage Change Reasons
• Manage Change Priorities
• Understand Change Order Statuses
• Configure Change Types
  • Overview of Change Type Setup
  • Change Policy
  • Propagation Rules
  • Creators
  • Attributes
  • Configure Extensible Flexfields for Change Types
  • Secure Extensible Flexfields on Change Types
  • Attachment Categories for Changes
  • Configure Additional Workflow Controls
    • Overview of Additional Workflow Controls
    • Control Actions by Participants
    • Actions You Can Control
    • What Happens to Existing Actions When You Delete a Change Status
• Configure Automatic Promotion and Demotion
• Configure Interim Approval and Approval Status
• Configure Context Specific Attributes for Change Types
• Import and Export Change Type Configuration
• How to Add Additional Attributes to a Change Order Details Report
• Configure the Limit for Objects in Change Orders and New Item Requests
• Troubleshoot Issues in Change Objects
• Debug Failed Processes
• FAQs for Change Orders
  • Where are the change header attributes and change descriptive flexfield attributes displayed?
  • What actions can I take on a change order when it's in the Completed status?
  • In a change type, can I configure additional controls for the Draft status?
  • How Item Approval Privilege is Validated at Role Level
  • How can I create an attachment category for a change type?
  • Can I set up a default reason for a change order?
  • How can I set the reason code field on a change as a required field?
  • Why am I not receiving change order and new item request approval notifications?
  • What role will users require to view the change order details report?
  • Can I create assignment rules on changes using flexfields?
  • How can I prevent unsaved changes from disappearing when I switch between tabs?

8 Access Control Lists

• Overview of Access Control Lists
• Who Should Have Access
• Object Conditions
• Permission Sets
• Teams
• FAQs for Access Control Lists
  • What’s an access control list?
  • Which objects can I secure using access control lists?
  • How can I update the members in my team dynamically?
  • Why is my user unable to access a manufacturer?
  • How can I restrict access to a manufacturer?

9 Product Rules

• Overview of Product Rules
• Rules and Rule Sets
• Define Rule Sets and Item Rules
• Example of Creating an Item Rule Set and Rules
• Item Rule Data Types
• Item Rule Syntax
• Item Rule Multirow Attribute Group Functions
• Item Rule Numeric Functions and Operators
• Item Rule Production Value Functions
• Item Rule String Functions
• Item Rule Logical Functions and Operators
• Item Rule Expressions with Business Entities
• Item Rule Utility Functions
• Item Rule Object Functions
• Item Rule Service and REST Functions
• GTIN Assignment Rule
• Attributes Supported for Item Rules
• Analyze Rule Impact
• How You Use Custom Object Data in Rules
• How You Route Item Changes Through Change Types Using Rules
• How You Integrate With REST Services Using Rules
• Diagnostic Test for Rules
• Examples of Assignment and Validation on Items
  • Example of Assigning Organizations Using Item Rules
  • Example of Validating Organizations Using Item Rules
  • Example of Defining Change Policies with Validation Rules
  • Example of Changing Item Supplier Site Organization Associations Using Validation Rules
  • Example of Validating Component Types Using Rules
  • Example of Validating Item Class Changes with Rules
• Assignment and Validation on Changes
  • Overview of Assignment and Validation on Changes
  • Configure Entry and Exit Criteria for Change Objects
  • Example of Configuring Entry and Exit Criteria Using Validation Rules
  • Example of Generating Change Numbers Automatically
  • Example of Associating an Assignment Rule With a Change Type
• Blending Rules
  • Overview of Blending Rules
  • How Blending Rules Affect Import
  • Define Blending Rule Sets and Rules
  • Example of Blending Rules
• FAQs for Product Rules
  • Why didn't my rule work?
  • What's a user message and when is it displayed?
  • How can I export and import item rule sets from one environment to another environment?

10 Product Spoke Systems

• Setup Task for Product Spoke Systems
• Product Spoke Systems

11 Advanced Catalogs

• Setup Task to Manage Catalog Mappings
• Catalog Mappings

12 Product Management Search

• Overview of Product Management Search
• Configure Index
  • Available Indexes
  • Default Index Attributes
  • Plan the Search Index
  • Configure Attributes for an Index
  • Display Data Presence Indicator in Search Results
  • View Index Rebuild Status
  • Troubleshooting Index
• Configure Views
  • Access Predefined Views
  • Configure a Structure View for the New Interface
  • Understand a View Used on the Search Page
  • Plan Your View
  • Manage Views
    • Create a View
    • Edit a View
    • Duplicate a View
    • Delete a View
• Use Product Management Search
  • Search Region
  • Search Results
    • View Data Presence Indicators
    • Using Views in Product Management Search
    • Additional Features
    • Search Query Example

13 Profile Options and Profile Values

• Item Profile Options
• Advanced Item Profile Options
• Set Profile Values

14 Item Mass Update Configuration

• Setup Task for Item Mass Update Configuration

15 Imports

• Overview of Importing Items
• Import Data Using FBDI
  • Organize Your Data in the FBDI Spreadsheet Import Template
  • Generate the CSV File
  • Upload the CSV File to Oracle WebCenter Content
  • Load Data from Oracle WebCenter Content to Interface Tables
  • Import Data from Item Management Interface Tables to Item Management Production Tables
• Monitor Item Imports
• Import Formats
• Import Data Using Import Maps
• Import Catalogs with FBDI
• Import Regional Information
• Migrate PLM Objects Using FBDI
  • Migrate PLM Objects
    • What Data You Can Migrate
  • Migration Prerequisites
    • Import Manufacturers
  • Migration Sequence
  • Export Agile PLM Data
  • Import Agile PLM Data
    • Import Items with Revisions
    • Import Manufacturer Parts
    • Import AML
    • Import Attachments
    • Import Item Structures
    • Import Changes
• Automate Data Import and Publication
• FAQs for Defining Imports
  • How can I import different revisions of an item structure
  • What kind of item relationships can I create with FBDI?
  • How do I create Trading Partner Items with FBDI?
  • How do I import a GTIN cross reference with FBDI?
  • How do I import a Customer Item relationship item with FBDI?
  • How do I import a MPN relationship item with FBDI?
  • How do I import a competitor item relationship with FBDI?
  • How do I import a related item with FBDI?
  • How do I import Spoke System Item relationship to an item with FBDI?
  • When importing items via FBDI, how does the system identify the items that must be updated? What are the key columns?

16 Audit History

• Setup Tasks for Audit History in Product Management
• Audit Trail
• Enable Auditing for Configured Objects
• Objects You Can Enable for Audit in Oracle Product Hub

17 Product Lifecycle Management

• Define Product Innovation
  • Class Management in Oracle Innovation Management
  • Innovation Management Lookups
• Define Product Development
  • How Product Development Components are Configured
  • Product Development Lookups
  • Configure Item, Document, and Change Management in Product Development
  • Configure Supplier Portal Users
  • Troubleshoot Access to Objects on Supplier Portal
  • Configure OTBI Reports for Items and Change Orders
  • Export and Import Configured OTBI Reports
• Configure Integrations for Product Development
  • Integrate Product Development with Innovation Management
  • How You Enable Item Class Mapping in Product Development Connector
  • Integrate Product Development with Project Management

18 Workflow and Approval Management

• Overview of Workflow and Approval Management
• Best Practices for Managing the Workflow
• Set Up the Workflow
• Configure Approval Tasks Using BPM Worklist
• Task Assignment and Routing
• Approval Groups and Header Stages
• Change Order Approval Required Rules
• Configure the Signature Policy for Change Order Approval
• Examples of Entry and Exit Criteria
• Approval Rules
  • Overview of Approval Rules
  • Configure Approval Rules
  • Create Rules in Advanced Mode
  • List Builders
  • Create an Approval Rule
  • How to Automate Change Order Approval
  • Configure New Item Request Workflow
  • How to Automate New Item Request Approval
• Actions for Reviewers and Approvers
• Overview of BPM Workflow Notifications
• Configure Workflow Notifications
• Comments in Notifications
• Configurable Email Notifications
  • Overview of Configurable Email Notifications in SCM
  • Best Practices for Content and Layout in Workflow Notifications
  • Configure Email Notification Template
  • Add a Branding Logo and Change Other Shared Components in Workflow Notifications
  • Use Quick Parts for Workflow Notifications
  • Preview Changes and Upload Layout Templates for Workflow Notifications
• FAQs for Workflow and Approval Management
  • What's the difference between Save and Commit?
  • What happens if I start synchronization?
  • Why am I prompted to start synchronization even after I have synchronized the data?
  • How long does the flexfield synchronization process take?
  • Why did the workflow stop responding?
  • Why is my approval rule not working in a new item request?
  • Why is the advanced mode required while defining rules in the header stage?
  • Can I create dynamic approval groups for a line and for on-premise customers?
  • Why did the change order get stuck in the workflow in spite of having optional approvers?
  • What's the difference between reassign and delegate?
  • Can I specify rules at different levels when using dynamic approval groups for change orders?
  • How can I use BPM Worklist to configure the new item request or change order for autoapproval?
  • Can I automatically skip a status in a change order depending on a rule?
  • Can I restrict the visibility of an attribute group for roles and users added as approvers?